About the job

Our client within investment management requires a Client Service Associate to join their team. The Client Associate plays a critical role in supporting client relationships and investment operations within the firm. This position serves as a primary point of contact for client service requests and operational support for portfolio management activities. The ideal candidate is highly organized, detail-oriented, client-focused, and capable of managing multiple priorities in a fast-paced investment environment.

Responsibilities :

Client Service & Relationship Support

• Act as a primary contact for client inquiries and service requests.
• Respond promptly and professionally to client requests regarding account information, documentation, transactions, and general administrative matters.
• Maintain regular communication with clients and assist in coordinating meetings, reviews, and follow-up activities.
• Prepare and process account documentation, including account openings, updates, transfers, and client instructions.
• Ensure client records are accurate, complete, and maintained in accordance with regulatory and company standards.
• Assist portfolio managers, and operations managers in delivering exceptional client service.

Trading & Investment Operations

• Prepare trade sheets and trading documentation based on portfolio manager instructions and investment strategies.
• Review trade requests for accuracy, completeness, and compliance with internal procedures.
• Coordinate with portfolio managers, traders, custodians, and operations teams to facilitate trade execution.
• Verify trade details and assist with post-trade processing and reconciliation activities.
• Monitor settlement activities and investigate and resolve trade-related discrepancies.
• Maintain records of trade activity and supporting documentation.

Administrative & Operational Support

• Support the onboarding of new clients and the transfer of assets.
• Assist with the preparation of client reports, portfolio reviews, meeting materials, and presentations.
• Maintain client databases, CRM systems, and document management systems.
• Ensure all activities are conducted in compliance with regulatory requirements, firm policies, and industry best practices.
• Participate in process improvement initiatives to enhance efficiency and client experience.

Qualifications:

Education

• Bachelor’s degree in Business, Finance, Economics, Accounting, or a related discipline preferred.
• Successful completion of the Canadian Securities Course (CSC)

Experience

• 2-5 years of experience in client service, wealth management, investment management, private banking, or financial services.
• Experience supporting investment advisors, portfolio managers, or trading operations is considered an asset.

Skills & Competencies

• Strong client service orientation and relationship management skills.
• Excellent verbal and written communication abilities.
• High attention to detail and strong organizational skills.
• Ability to manage multiple priorities while meeting deadlines.
• Knowledge of investment products, securities markets, and portfolio management processes.
• Proficiency with Microsoft Office Suite, particularly Excel and Word.
• Experience with CRM systems, portfolio management platforms, and custodial systems is preferred.
• Strong problem-solving skills and a proactive approach to client support.